You asked for workpaper templates, five separate times in the comments we read. Here are four, free for every member, in the Classroom: a client intake sheet, a document checklist, a Schedule C workpaper for tax year 2026, and due diligence notes for Form 8867. Print them, or type straight into the Word file. What each one does - Client Intake Sheet. Names, numbers, dependents and what changed since last year, typed once and correctly. - Document Checklist. Tick what came in, circle what is missing, hand the client a copy. - Schedule C Workpaper. Every line follows the 2026 Schedule C, including line 16b for vehicle loan interest, with a column for the records you actually saw. - Due Diligence Notes. The Form 8867 instructions say you document your questions and the answers at the time you ask them. This page is that record, plus the five records to keep and the 3 year rule. Get them Classroom, Workpaper Templates, or straight here: https://www.skool.com/cg6e-file-academy-5342/classroom/32e7d069 They hold Social Security numbers and bank details, so keep them locked or encrypted and put them in your written security plan. CG6LLC

New in the Classroom, free for every member: Your EFIN, Step by Step. Ask ten new preparers how to get an EFIN and you get ten answers. This guide answers the questions that come back every season, from the IRS's own pages, in English and in Kreyòl. Where is the fingerprint link? Do I need an LLC first? Will my credit stop me? Can I apply without a Social Security number? All answered, with the IRS page beside every rule. What is inside - Chapter 1. PTIN and EFIN, two numbers with two different jobs, and what the PTIN costs for 2026 and 2027. - Chapter 2. What to settle before you apply, and exactly who has to be on the application. - Chapter 3. The application screen by screen, including where the fingerprint link actually is. - Chapter 4. What the IRS checks, and what to do within 30 days if you are denied. - Chapter 5. No SSN, not a citizen, or living abroad. What the PTIN and EFIN rules each say. - Chapter 6. Keeping your EFIN once you have it. - A one page checklist you can print and tick. Get it here Open the Classroom and look for Your EFIN, Step by Step, or go straight to it: https://www.skool.com/cg6e-file-academy-5342/classroom/3a16f1dd Two PDFs, 21 pages each, the English edition and the Kreyòl edition. Same chapters, same sources. Pass it on If you already have your EFIN, send this to the person in your life who is about to open their first office. It saves them a season of guessing. EFIN application help is included in every CG6 E-File plan. Questions: 561-599-0124. CG6LLC

A client pays all the household costs, their partner has lived with them all year, and they ask for head of household. Stop before you pick the status. Publication 501, Table 4, says a person who is not related to the client in one of the listed ways, and who is the client's qualifying relative only because they lived with the client all year as a member of the household, is not a qualifying person for head of household. That covers a friend, a boyfriend or a girlfriend who lives in the home. The client may still be able to claim that person as a dependent if every qualifying relative test is met, but that dependent does not make the client head of household. Publication 501 walks through the same result with a friend in its Example 3. The habit that protects you: when a client asks for head of household, ask who the qualifying person is and exactly how that person is related to the client, and write the answer in the file. Sources: IRS, Publication 501 (2025), Head of Household, Table 4 and Example 3.